SUHAS TODKAR
Pune
Summary
To gain greater insight into the field of Finance by way of exposure to real work atmosphere in a well established organization. Intend to build a carrier with leading corporate of hi-tech environment with committed and dedicated people, which will help me self fully and realized my potential . Profile: Self motivated skilled in applying a logical common sense approach to seeking practical solution. Punctual, Hard worker, Problem solver and Enjoy challenge
Overview
5
5
years of professional experience
Work History
PB SALES (CLASIC)
HDFC BANK LTD
KADEGAON
02.2024 - Current
- Reviewed and processed customer deposits, withdrawals, loan payments, and transfers.
- Maintained customer records of all banking activities in a secure database.
- Performed reconciliations between bank accounts and internal accounting systems.
- Assisted with the implementation of new banking procedures and policies.
- Checked customers' identification when necessary in compliance with anti-money laundering regulations.
- Monitored account activities for suspicious patterns that could indicate fraudulent activity.
- Conducted research into customer questions or problems using available resources.
Assistant Manager
YES BANK LTD
Tasgaon
04.2022 - 12.2023
- Handling day to day cash transaction (Deposit/Withdrawal/DD) NEFT,RTGS finacle related
- Account payble proceesing - Purchase order based vendor payment, Recurring payment & petty cash
- System entries in teller module-Maker level
- Account opening processing,distributing tatkal kit to SE,Reconcile on weekly basis
- Maintain regular office register - Vault reg,cash reg, petty reg,account opening kit reg,bait currency reg, key movment reg, delivarble reg,loose leaf reg,branch branch opening closing reg,etc
- Scrutiny of the request form for completeness and correctness
- Helped less experienced staff manage daily assignments
- Oversaw third-party contracts and service level agreements for facilities maintenance, security and waste management.
Relationship Manager
ICICI BANK LTD
Vita
09.2021 - 03.2022
- Handling clearing activity inward and outward clearing
- CMS input reconciliation/maintenance of register
- Account opening processing,distributing tatkal kit to SE, Reconcile on weekly basis Data entry into i-works application & scanning of all supporting documents
- Responsibilities Gold loan disbursement, Redemption entry, cash transaction, Gold packet handling, Conduct dedupe, Detailed data entry & underwriting management, Scrutinize all documents for compliance to norms & policies, Identify broadly the missing gaps in information or documentation
- Used creativity, strategic thinking and knowledge of current market trends to target and build relationships with potential customers
- Scheduled, arranged and attended meetings with customers to maintain trusting and long-lasting relationships.
Branch Sales Officer
HDFC BANK LTD
Vita
08.2019 - 09.2021
- Cross selling of Bank product such as CASA, FD, RD,LI, GI, MF, GL, PL, TWL, AL, CR
- Card Renewal of term deposits Back up for processing EPH Transaction Supervision of work related to FD's servicing of NRE accounts and printing of DD/PO and FD Acceptance of all types of customer requests and CLH activity to be monitored and Office account monitoring on daily basis and follow up foe reversal within TAT Daily branch compliance-Huddle board updating ,Monitoring pitched and reconciliation of business updating Processing CBSS records updation and monitoring the account/requests E Payment request processing and record maintenance Let's talk and customer service committee meeting minutes drafting Monitoring of Inward / Outward Mails/Mail registers Issuance of certificate statements interest certificate as per customer requests Generating referral for cross selling and achievement of individual monthly productivity as per business KRA All other activities as per the instruction from supervisors at any point of time
- Guided teams in product merchandising and inventory management.
Education
B.COM. -
Shivaji University
04.2016
H.S.C. -
Kolhapur Board
02.2012
S.S.C. -
Kolhapur Board
03.2010
Skills
- Computer Knowledge
- Microsoft Word
- Powerpoint
- Excel
- Operating system: Windows 2000/XP,Vista
- Tally ERP 9
Languages
- English
- Marathi
- Hindi
Timeline
PB SALES (CLASIC)
HDFC BANK LTD
02.2024 - Current
Assistant Manager
YES BANK LTD
04.2022 - 12.2023
Relationship Manager
ICICI BANK LTD
09.2021 - 03.2022
Branch Sales Officer
HDFC BANK LTD
08.2019 - 09.2021
B.COM. -
Shivaji University
H.S.C. -
Kolhapur Board
S.S.C. -
Kolhapur Board
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